Francis
Edsall

Virtus Investment Advisers, Inc

CRD#4187744
Investment Advisor
in Oceanside, CA

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About this Advisor

Francis Edsall is a financial advisor based in Oceanside, California, working with Virtus Investment Advisers, Inc. Francis has previously held positions at Ridgeworth Distributors, LLC, Vp Distributors LLC, and Ridgeworth Capital Management, LLC. Francis has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Francis is part of Virtus Investment Advisers, Inc, which operates out of Oceanside, California. The firm has 2 offices and 8 employees. The firm manages assets totaling $47.8 billion and offers services including portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Virtus Investment Advisers, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

1105 Plumeria Way
Oceanside, CA 92054

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Virtus Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$47,757,397,830

CA Average: $5,297,377,271
Total Number of Employees

8

CA Average: 35
Total Number of Accounts

82

CA Average: 690
Average Account Size

$582,407,291

CA Average: $7,677,358

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Francis Edsall Work History

2017 - Present (7 years)

Vp Distributors LLC

2017 - Present (7 years)

Vp Distributors LLC

2014 - 2017 (3 years)

Ridgeworth Distributors, LLC

2014 - 2017 (3 years)

Ridgeworth Capital Management, LLC

Disclosures

Please visit the SEC profile of Francis Edsall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Virtus Investment Advisers, Inc

Marcia Pereira
Hartford, CT
Nicholas Butler
Hartford, CT
Edward Kushma
Hartford, CT
Kevin Kloski
Hartford, CT
Kennisha Flewellen
Hartford, CT
Joseph Maccone
New York, NY
John Cook
Atlanta, GA
Jacob Mccabe
Hartford, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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